Triangle Securities Wealth Management Portfolio Holdings

Triangle Securities Wealth Management

  • $380 Million
  • Q2 2025

Triangle Securities Wealth Management has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $380 Million distributed in 219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Fd Tr Active Val with a value of $15.7M, Schwab Strategic U.S. Mid Cap with a value of $14.5M, Vanguard Information Technolog with a value of $13.1M, Microsoft Corp with a value of $9.89M, and Spdr S&P 600 Small Cap Value E with a value of $9.8M.

Examining the 13F form we can see an increase of $7.96M in the current position value, from $372M to 380M.

Below you can find more details about Triangle Securities Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $380 Million
ETFs: $154 Million
Financial Services: $57.6 Million
Technology: $40.5 Million
Industrials: $24.7 Million
Healthcare: $18.9 Million
Consumer Cyclical: $17.2 Million
Communication Services: $16.5 Million
Consumer Defensive: $13.6 Million
Other: $24.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.7B
$1.21 Million 0.32% of portfolio
617
Q2 2025 Added 118.79%
$11B
$1.13 Million 0.3% of portfolio
23,042
Q2 2025 Added 1.43%
$60.2B
$1.15 Million 0.3% of portfolio
5,632
Q2 2025 Added 0.54%
$28.3B
$1.11 Million 0.29% of portfolio
6,849
Q2 2025 Reduced 3.67%
$262B
$1.1 Million 0.29% of portfolio
11,255
Q2 2025 Reduced 17.5%
$94B
$1.09 Million 0.29% of portfolio
2,167
Q2 2025 Reduced 1.81%
$52.3B
$1.12 Million 0.29% of portfolio
4,462
Q2 2025 Reduced 13.98%
$37.5B
$1.09 Million 0.29% of portfolio
15,884
Q2 2025 Reduced 13.89%
$122B
$1.08 Million 0.29% of portfolio
12,084
Q2 2025 Reduced 1.23%
$60.3B
$1.07 Million 0.28% of portfolio
24,868
Q2 2025 Reduced 51.05%
$162B
$1.07 Million 0.28% of portfolio
5,869
Q2 2025 Added 1.73%
$76.9B
$1.06 Million 0.28% of portfolio
3,916
Q2 2025 Reduced 11.38%
$151B
$1.05 Million 0.28% of portfolio
4,517
Q2 2025 Reduced 2.48%
$53.1B
$1.08 Million 0.28% of portfolio
4,408
Q2 2025 Reduced 1.17%
$185B
$1.06 Million 0.28% of portfolio
12,430
Q2 2025 Added 1.39%
$186B
$1.08 Million 0.28% of portfolio
2,666
Q2 2025 Added 34.31%
$222B
$1.04 Million 0.27% of portfolio
8,408
Q2 2025 Reduced 28.9%
$86.3B
$1.01 Million 0.27% of portfolio
3,463
Q2 2025 Reduced 0.2%
$147B
$977,000 0.26% of portfolio
7,912
Q2 2025 Reduced 2.71%
$250B
$976,000 0.26% of portfolio
5,359
Q2 2025 Reduced 27.31%
$47.4B
$867,000 0.23% of portfolio
6,797
Q2 2025 Reduced 1.95%
$213B
$856,000 0.23% of portfolio
10,816
Q2 2025 Reduced 24.56%
$43.1B
$891,000 0.23% of portfolio
6,913
Q2 2025 Reduced 0.39%
$30.1B
$832,000 0.22% of portfolio
3,209
Q1 2025 Added 0.19%
$39.1B
$784,000 0.21% of portfolio
3,226
Q2 2025 New
$14.7B
$807,000 0.21% of portfolio
23,489
Q2 2025 Reduced 3.39%
$14B
$782,000 0.21% of portfolio
15,030
Q2 2025 New
$34.6B
$810,000 0.21% of portfolio
7,777
Q2 2025 Reduced 0.58%
$121B
$769,000 0.2% of portfolio
1,728
Q2 2025 Added 0.58%
$155B
$744,000 0.2% of portfolio
1,465
Q2 2025 Reduced 0.68%
$79.2B
$772,000 0.2% of portfolio
4,144
Q2 2025 Reduced 1.19%
$537B
$754,000 0.2% of portfolio
1,343
Q2 2025 Reduced 1.1%
$52.4B
$751,000 0.2% of portfolio
4,363
Q2 2025 Reduced 45.43%
$104B
$723,000 0.19% of portfolio
15,628
Q2 2025 Reduced 9.03%
$82.5B
$677,000 0.18% of portfolio
4,453
Q2 2023 Reduced 7.75%
$77.1B
$675,000 0.18% of portfolio
9,798
Q2 2025 Reduced 0.66%
$88.2B
$678,000 0.18% of portfolio
1,976
Q1 2025 Reduced 5.59%
$230B
$637,000 0.17% of portfolio
1,999
Q2 2025 Reduced 26.96%
$288B
$631,000 0.17% of portfolio
788
Q2 2025 Added 5.63%
$413B
$628,000 0.17% of portfolio
635
Q1 2025 Added 4.44%
$224B
$665,000 0.17% of portfolio
115
Q2 2025 Reduced 7.26%
$88.6B
$635,000 0.17% of portfolio
2,325
Q2 2025 Added 2.88%
$26.8B
$630,000 0.17% of portfolio
4,974
Q2 2025 Reduced 9.27%
$51.5B
$633,000 0.17% of portfolio
1,933
Q1 2025 Reduced 2.03%
$293B
$614,000 0.16% of portfolio
2,387
Q2 2025 Reduced 11.66%
$65.9B
$597,000 0.16% of portfolio
2,117
Q2 2025 New
$50B
$594,000 0.16% of portfolio
17,579
Q2 2025 Reduced 8.34%
$178B
$603,000 0.16% of portfolio
3,788
Q2 2025 Reduced 0.89%
$16.2B
$607,000 0.16% of portfolio
5,059
Q2 2025 Added 14.35%

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $380 Million
  • Prior Value $372 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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